This information is used to summarize the contract period, including:
- The difference between the estimated and completed amounts,
- Costs not called for in the lump sum and their breakdown.
The estimate is that entered upon validation of the period and the incurred amount relates to validated work orders allocated to the contract period.
Displaying the summary
Process
- From the tracking/history menu
, select "Summary of the period."
→ The form summarizing the data of the period is displayed.
Here we find the same figures as on the [General] tab of the period, plus:
- The total times for internal labor = the sum of occupations for Technicians not marked as "external."
- Details on the breakdown of surcharges.
For work orders outside the lump sum, the labor cost only takes into account internal technicians, with the occupations of external technicians being considered as included in the lump-sum price.
Stipulations concerning "Purchasing" indicators
- The first Purchasing indicator takes into account all purchases related to this contract and its period:
- PR or PO received for this contract/period.
- Work order associated with a work order contract marked as "Flat rate" for which a purchase request or PO was generated.
- This indicator excludes "Contract invoicing" type WRs that match the schedule.
- The second Purchase indicator "Not flat rate" takes into account the purchases related to this contract/period:
- Work order associated with a work order contract marked as "Not flat rate" for which a purchase request or PO was generated.
- "Contract invoicing" type WRs are excluded.